Looking to diversify beyond DVTAX? The mutual funds below have the lowest correlation with DVTAX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from DVTAX.
Best Diversifiers for DVTAX
13 mutual funds have low correlation with DVTAX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Short-Term Selective State Municipal Bond Portfolio (DFABX) (Municipal Bonds) with a 1Y correlation of 0.16, down from 0.28 over 3 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.16 | 0.28 | — | 100 | Municipal Bonds | DVTAX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.16 | 0.26 | 0.34 | 99 | Municipal Bonds | DVTAX vs DFSMX | |
| Delaware Growth and Income Fund | 0.19 | 0.14 | 0.08 | 96 | Large Cap Value Equities | DVTAX vs FGINX | |
| Delaware Small Cap Value Fund | 0.19 | 0.14 | 0.09 | 61 | Small Cap Value Equities | DVTAX vs DEVLX | |
| Delaware Opportunity Fund | 0.19 | 0.15 | 0.10 | 85 | Mid Cap Value Equities | DVTAX vs FIUSX |
See all 22 diversifiers for DVTAX
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